Sr. Business Financial Administrator

Senior Business Financial Administrator

The Trade Planning Analyst supports the development, execution, and analysis of customer trade strategies to drive profitable growth. This role partners closely with Sales, Finance, Broker Agency partners, and Analytics to support customer business plans, monitor trade spend, and deliver actionable insights. The Trade Analyst serves as a key contributor to trade planning processes, system execution, and performance reporting while continuing to build expertise in trade management and CPG commercial practices.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Strategic Trade Planning & Business Support

Support the analysis of customer sales and business plans to identify opportunities, risks, and gaps
• Quantify financial and volume impacts of trade strategies and proposed changes
• Partner with crossfunctional teams (Sales, Finance, Demand Planning, Analytics) to develop recommendations
• Prepare analysis and materials for discussions with Sales Managers and Directors
• Implement approved changes to customer business plans within the Trade Management System
• • Clearly communicate updates, assumptions, and implications to downstream teams
  • Coordinate execution across customer teams as directed

Trade Promotion Management & Systems Execution

• Support daytoday execution of trade planning and promotion management within the Trade Promotion Management (TPM) system
• Assist in managing Broker Agency Financial Managers' inputs to ensure accuracy and timeliness
• Maintain trade plans, promotional events, and system data in alignment with governance standards
• Support training efforts for Field Sales and Broker Agency partners on trade processes and tools
• Provide feedback and support on system enhancements and process improvements

Promotional, Pricing & Customer Analytics

• Analyze and report on customer pricing, promotional, and merchandising strategies
• Assist in evaluating promotion effectiveness through postpromotion analysis
• Develop working knowledge of customer promotion policies, tendencies, and constraints
• Support competitive analysis and customer review preparation
• Apply customer segmentation and profitability concepts (e.g., PNOC) to support trade decisionmaking

Trade Spend, Budget & Financial Controls

• Support customerlevel trade budget tracking and monitoring
• Prepare and review reports and scorecards to identify variances and potential risks
• Assist with the trade and slotting exception process, following established guidelines
• Coordinate with Finance and Customer Support on deductions tracking and resolution
• Support reconciliation of customer order pricing and approved offers in partnership with Demand Planning and Customer Support

Annual & InYear Planning Support

• Support annual, midyear, and inyear trade planning activities with Field Sales and Broker Agency partners
• Assist in maintaining customer business plans aligned to strategic planning rates
• Incorporate insights from postpromotion analysis into future trade recommendations
• Contribute to the development and maintenance of customer planning templates and tools

EDUCATION and/or EXPERIENCE

Bachelors Degree (B.A.) and a minimum of three to five years related experience

LANGUAGE SKILLS

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to create/write reports, business correspondence, and procedure manuals. Possess the technical ability to efficiently present information and to respond to questions from groups of Managers, clients, customers and the general public.

OTHER SKILLS AND ABILITIES

Fluency in Excel, PowerPoint, and MS Word skills are required

Excellent oral and written communication skills

Strong interpersonal skills with a proven ability to work in a team environment

Strong organizational skills

Working knowledge of Syndicated Date (Circana/IRI or Nielsen)

Available for travel 20-30% of the time

REASONING ABILITY

Must possess the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Also need to maintain the ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Job Will Remain Open Until Filled

The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Position Summary

The Sr Business Financial Administrator (SBFA) is responsible for providing accurate and insightful data analysis on assigned clients. This position demonstrates knowledge and experience with client proprietary systems and the planning tools of assigned clients. The incumbent must create, edit and analyze data from client's systems and helps to prepare presentations for account calls with the Business Development Manager (BDM). This role also independently takes ownership of projects and sees them to completion by effectively coordinating all of the necessary resources. Additionally, this position creates analyses and reports to assist the BDM with planning needs and promotional trade spends.

Essential Job Duties and Responsibilities

• Plan, create and change promotional trade deals in client systems and works directly with the BDM
• Use historical data to accurately forecast promotional trade plans
• Assist BDM with new item presentations and account calls
• Accurately reconcile event in client's proprietary system and analyze spends with BDM
• Support and resolve administrative activities by maintaining communication flow and serving as liaison to Business Manager
• Assist Business Financial Administrator as necessary on researching and clearing of deductions
• Client and Customer Interaction; understanding and communication of policies and procedures

Supervisory Responsibilities

Direct Reports

This position does not have supervisory responsibilities for direct reports.

Indirect Reports

This position does not have guidance or mentoring responsibilities for indirect reports.

Travel and/or Driving Requirements

Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job.

Travel up to 10 %

Minimum Qualifications

Education Level: (Required): High School or GED or equivalent experience

Field of Study/Area of Experience:

5+ years of experience in administration, customer service and/or sales accounting.

Previous experience as a Financial Business Administrator

Skills, Knowledge and Abilities

• Excellent written communication and verbal communication skills
• Excellent customer service orientation
• Strong prioritization skills
• Well-organized, detail-oriented, and able to handle a fast-paced work environment
• Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
• Analytical and research Skills
• Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers

Environmental & Physical Requirements

Office / Sedentary Requirements

Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Additional Information Regarding The Company Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.